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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,867 | $57,330+128.3% | $86,656+51.0% | $75,177+74.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 15.41% | 2675.40%-2660.0pp | 593.09%-577.7pp | 160.75%-145.3pp |
| Employer contribution / active EE | $3,316 | $2,316+43.2% | $3,025+9.6% | $2,671+24.1% |
| Participant deferral / active EE | $3,104 | $3,320-6.5% | $4,439-30.1% | $4,126-24.8% |
| Admin fee / account holder | $616 | $4,115-85.0% | $5,619-89.0% | $5,651-89.1% |